Nathan embodies the qualities of a meticulous and perceptive financial professional, seamlessly integrating his dedication and hard work into his role at Coordinated Plan. He brings a well-rounded skillset to his position. Nathan’s passion for delivering white-glove service is evident in every interaction, as he takes great pride in guiding clients with exceptional care, helping ensure that their financial aspirations are met with precision and attentiveness.

Nathan is unwavering in his commitment to navigating clients through the complexities of the financial world with assurance, confidence, and success. His personalized approach focuses on delivering exemplary service, fostering long-term relationships built on trust and transparency. As a catalyst for positive change, he embraces values such as accountability, sustainability, and meticulous attention to detail in every client experience.

Nathan says, “The Coordinated Plan team is uniquely positioned to provide a white-glove experience that enacts positive change for our clients. With a strong commitment to professionalism and client-centric values, we illuminate the path to impactful financial outcomes. I am honored to be part of this exceptional team and eagerly anticipate the opportunity to further help all clients realize their aspirations for a secure financial future.”

Originally from the Saratoga Springs region, Nathan graduated from SUNY Geneseo with an AACSB-accredited bachelor’s degree in economics. Outside of the office, he enjoys staying up to date with sports, playing various games, and indulging in outdoor activities like hiking and beach trips.